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Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: Hippieslayer who wrote (4939)	11/26/1997 6:05:00 AM
From: johnny boy	Respond to of 11555

Fugazi, You hit the nail on the head as far as I'm concerned. But, I'm not the architectural analitical type needed here. Now, that this ACER question is seriously on the table for the "gangs" review, I'll defer to the other thoughtful people you mentioned. But, I tend to think many of the regulars are on holiday so we may have to wait. And I'll use this message to thank the other folks responding over night to my thoughts. I don't have much more to add on the institutional buying issues other than they likely are very good at maintaining the lining of their own pants first in most cases, at least many. I'll be back on the threa, later. Off to work I go........... JB

To: Hippieslayer who wrote (4939)	11/26/1997 11:36:00 AM
From: Rob S.	Respond to of 11555

Whether IDT wins this particular application is not very important. What's important to remember is that the entire market for PC-like devices is greatly expanding and becoming a commodity. Most people don't ask what brand of spark plugs come with the new car they buy or what brand of processor memory, pick up heads or logic chips come in their printer or VCR - why should they realy care what brand of MPU comes in a PC as long as it runs popular applications well and adds to the price value of the PC. ACER may be planning to use a RISC type chip, such as a MIPS or some other relatively low cost processor rather than a Wintel X86 chip. That leaves too many options for us to speculate on at this point. I would bet, however, that the C6 and many posible application specific derivatives would be very well suited to fuel many new consumer and network devices. Because of the dynamics of its simplified low cost design and small core die size, the part should fit extremely well into many of the emerging applications - let's hope that IDT let's investors know what's going on. By the way, I got e-mailed the canned message from Brian and think he plans to make some worthwhile improvements in the IR department.